Financial Advisor Partner
Our solution will help you successfully compete in the growing HSA market. You can take what’s great about your business and expand that with new functionality and new products, all while keeping your brand front and center. You can tap into the rapidly expanding HSA market using our fully integrated account and investment functionality. Our HSA solution includes a banking/trustee partner that gladly remains in the background so you can sell a product that best fits the needs of your clients.
Partner with us to assist your clients with rounding out their healthcare retirement strategy or allow us to provide you with an HSA solution with your brand name on it
The Benefits of Medsurety
- Single, leading-edge technology platform
- Supports thousands of plan designs for all CDH accounts
- Streamlines funding, purchasing and payment processes
- Seamless end-to-end user experience
- Self-service through mobile app and multi-account dashboard
- Custom communications to increase engagement
One robust platform. One seamless experience. All your product and services needs.
To review more details about each Medsurety product, click on them below.
The MEDSURETY Mobile App is an example of how key features can be delivered that help consumers use their consumer-driven health account to spend, save, borrow and plan.read more
To enhance your approach with trusted clients and forge relationships with new employer groups, it’s helpful to begin with an understanding of what their employees value most and are most concerned with today. Here are four insights to guide you as we move into open enrollment season:read more
When securing new employer group clients, a strong HSA vendor can be one of a broker’s greatest allies. Not only can the right vendor make the job easier for both you and the employer, but it can further your reputation, leading to retention and more revenue. The ideal HSA vendor should provide expertise that complements your own in the following ways:read more
Contact A Specialist
MEDSURETY is here to deliver the best consumer directed benefits solution for you and your employees. Contact us to get started today.
My employer provides my HSA, FSA, HRA, Dependent Care, Commuter or VEBA Account.
HSA, FSA, HRA, DCAP, and VEBA
Cobra, State Continuation, and Retiree
Personal HSA (not provided by Employer)
Medica Individual and Family Health Plan Member